Bank of America
Financial Solutions Advisor Consumer Investments - Sarasota South Market
Sarasota · Full-time · Posted Oct 13, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: three or more years in the latter.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial and investment advice, builds client financial plans, recommends products, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment strategies aligned with client goals.
- Triages client requests, makes referrals, and identifies potential new clients.
- Manages risk and coaches referral partners on client needs and potential products.
What they ask for
- Currently holds Series 7 and Series 66 (or equivalent Series 63 and 65 in lieu of 66) licenses.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or goal-based sales experience.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC); insurance licenses.
Model-written summary · the original posting is authoritative